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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,382 | $101,795+18.3% | $165,100-27.1% | $80,959+48.7% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.7%-3.2pp |
| Annual return | 12.82% | 16.73%-3.9pp | 70.21%-57.4pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,992 | $2,954-32.6% | $4,348-54.2% | $2,757-27.8% |
| Participant deferral / active EE | $3,034 | $4,476-32.2% | $6,035-49.7% | $4,300-29.4% |
| Admin fee / account holder | $1,920 | $8,221-76.6% | $12,696-84.9% | $6,925-72.3% |